Remote Technical Consultant – Financial Planning & Pensions in Birmingham

Remote Technical Consultant – Financial Planning & Pensions in Birmingham

Birmingham Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Exchange Street Claims & Financial Services

At a Glance

  • Tasks: Guide financial planners on pensions, investments, and tax strategies from the comfort of your home.
  • Company: Exchange Street Claims & Financial Services, a leader in financial planning.
  • Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
  • Other info: Join a supportive team focused on your progression and expertise.
  • Why this job: Make a real difference by providing tailored solutions to complex financial scenarios.
  • Qualifications: Strong technical knowledge in financial planning and excellent communication skills.

The predicted salary is between 40000 - 50000 Β£ per year.

Exchange Street Claims & Financial Services is seeking a technically strong financial planning professional who can guide planners on pensions, investments and tax strategies.

You will clarify complex scenarios, communicate clearly, and develop tailored client solutions from home with a focus on progression and expertise.

The role emphasizes advising senior advisers, applying strong technical know-how, and supporting a wide range of client cases.

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Remote Technical Consultant – Financial Planning & Pensions in Birmingham employer: Exchange Street Claims & Financial Services

Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.

Exchange Street Claims & Financial Services

Contact Details:

Exchange Street Claims & Financial Services Recruitment Team

We think you need these skills to ace Remote Technical Consultant – Financial Planning & Pensions in Birmingham

Financial Planning
Pensions Expertise
Investment Knowledge
Tax Strategy Development
Complex Scenario Clarification
Clear Communication
Client Solution Development